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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: MGV who wrote (2381)7/22/2000 1:29:01 PM
From: G.M. Flinn  Read Replies (3) of 2542
 
CEM valuations

based on closing prices 7/21/00 and consensus estimates, here is a valuation summary of some major CEM players:

Company price 2001 p/e
SANM $99.25 51x
FLEX 80.50 51x
CLS 69.50 50x
PLXS 119.00 48x
JBL 54.00 48x
SLR 45.00 39x
SCI 49.50 29x
ACTM 37.50 15x

there certainly seems to be some significant value at the bottom of these rankings. In fact, ACTM is trading at a current price/sales ratio of only .77, and SCI at .93.
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